Discovery Capital Management, LLC
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| YPF SOCIEDAD ANONIMAYPF | $24.88M | 1.3% |
| Amazon.com Inc | $25.91M | 1.3% |
| Primo Brands Corp | $26.36M | 1.4% |
| QXO, Inc. | $26.72M | 1.4% |
| PARSONS CORPPSN | $27.04M | 1.4% |
| NU HLDGS LTD | $32.21M | 1.7% |
| Genius Sports Ltd | $33.02M | 1.7% |
| PERPETUA RESOURCES CORP.PPTA | $36.74M | 1.9% |
| CEMEX SAB DE CVCX | $39.75M | 2.1% |
| GRUPO FINANCIERO GALICIA SAGGAL | $40.60M | 2.1% |
| Compass, Inc. | $44.39M | 2.3% |
| JPMORGAN CHASE & CO | $45.51M | 2.4% |
| CREDICORP LTD. | $47.72M | 2.5% |
| EchoStar CORP | $48.27M | 2.5% |
| CAPITAL ONE FINANCIAL CORP | $49.04M | 2.5% |
| VNET Group, Inc.VNET | $50.41M | 2.6% |
| INTERCORP FINL SVCS INC | $53.08M | 2.8% |
| JBS N.V. | $60.44M | 3.1% |
| IREN LIMITED | $62.88M | 3.3% |
| LAM RESEARCH CORP | $63.67M | 3.3% |
| GRUPO TELEVISA, S.A.B.TV | $65.15M | 3.4% |
| AVIS BUDGET GROUP, INC.CAR | $80.02M | 4.2% |
| Ramaco Resources, Inc.METC | $85.21M | 4.4% |
| ON Semiconductor Corp | $87.26M | 4.5% |
| MICRON TECHNOLOGY INC | $93.26M | 4.8% |
| AMERICA MOVIL SAB DE CVAMX | $113.24M | 5.9% |
| Sandisk Corp | $116.71M | 6.1% |